Our Core Beliefs
Clients’ interests come first.
Acting in the best interests of our clients is our sole concern, without exception. We are committed to maintaining the highest ethical standards in everything we do, both in our work and in our personal lives.
Everyone should enjoy the benefits of financial security from the wealth they have worked hard to create.
The real value of money is what it enables you to accomplish. Financial security is important because of the freedom it provides to make choices and to fulfill your personal goals.
Everyone can benefit from objective professional financial advice to build and preserve wealth.
Regardless of the amount of financial wealth accumulated, to make the most of it, you have to pay attention to it. An objective professional advisor should be at your side when you make financial decisions.
The best investment strategy is designed to achieve lifetime goals.
Your individualized investment strategy puts your money to work for you and is designed to help you achieve your lifetime goals and preserve long-term financial well-being and prosperity.
Patient and disciplined ownership builds wealth.
We believe that the best way to build lasting financial security is through the patient accumulation of a diversified portfolio. Discipline is required to stay invested in difficult markets and to take advantage of opportunities.
Behavior is the biggest determinant of financial success.
The decisions we make, not the markets, the economy or tax laws, have the biggest impact on our long-term financial security.
The future is unpredictable.
Although we may speculate about the future of markets, the economy, legislation or regulations, we endeavor to implement strategies that do not depend upon a predicted future for success.
Everyone should have an asset preservation and distribution plan.
The legal documents of an estate plan, even for modest estates, determine how assets are controlled and preserved during your life and ultimately distributed in accordance with your wishes.
We live by our own advice.
The advice we give our clients is always based on our best ideas. We are committed to using those ideas and strategies in our own lives. We feel it is intellectually dishonest to ignore these ideas when managing our own financial affairs. Our personal portfolios and company retirement plan are built from the same investments we recommend to our clients.